We are joined by Zach Lindsay and Jack Wood of MFS Investment Management for this year’s Social Security 101 Webinar. This webinar is for everybody - both employees and employers. The on-demand recording above is a 45 minute presentation with an additional 30 minutes at the end answering audience questions.
Remember: Social Security benefits are not intended to be your only source of income when you retire
Today’s agenda includes:
How retirement benefits are calculated
Social Security benefits are based on your Full Retirement Age
Options for married couples and divorcees
Spousal benefits and how to calculate spousal benefits
Survivor Benefits
Remarriage and Social Security
Taxes and your retirement plan
Combined income determines if Social Security benefits are taxable
AGI + Tax-Exempt Income + Half of Social Security = Combined Income
Medicare Part B and D premiums
Note: Please feel free to share this recording with any employer or employee who may benefit from our continuing education. This specific webinar is for everyone.
If you’d like to receive additional Social Security PDF resources, please submit the web form below and we will email the PDFs to you in 1-2 business days.
The available PDFs cover the following four topics:
2025 Social Security Reference Guide
Social Security Spousal Benefits FAQ
Social Security Benefits for Widows and Widowers FAQ
Social Security Divorced Spouse Benefits FAQ